Services

It doesn’t matter where you are in life, ensuring you have a plan is the most important thing.

Kellett Schaffner Wealth Advisors, LLC offers a wide variety of financial services for people of all ages. Whether you are just starting out, or nearing retirement age, the Kellett Schaffner Wealth Advisors, LLC team can provide the knowledge necessary to make those important decisions. Service include the following:

Kellett Schaffner Wealth Advisors LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Kellett Schaffner Wealth Advisors LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Kellett Schaffner Wealth Advisors LLC unless a client service agreement is in place. Another affordable project from WeGo Unlimited